Testimonials

The service provided by Sarah Williams is simply first class. Many elements make up her level of service, extremely professional we have total confidence in Sarah, she is always available, ready to action any requests or questions we may have. Her knowledge of financial investment business is exceptional taxation matters included. Regular personal meetings and phone calls show the commitment Sarah has for her clients.  We have no hesitation in recommending Sarah Williams to anyone looking for truly personalised financial advice.

Mr and Mrs T – Penzance

Sarah has a gift for communicating complex subjects in a clear and comprehensible way. She is very thorough and we have every confidence that we have been given the best advice on planning for our retirement.

Mr S – Falmouth

Sarah Williams has been my financial advisor for a number of years.  Sarah always provides sound, well researched advice, her experience is second to none. I have great confidence with the service provided, this has come into its own during the Covid 19 pandemic.  Sarah was in touch before lockdown with reassurance and on hand by phone or e mail if  I had any concerns or questions, she also kept me updated during this uncertain time on a regular basis.  I would highly recommend Sarah to anyone who needs financial advice or long term planning for their investments.

Mrs B – Falmouth

Sarah has been advising me for many years. She explains everything clearly and without the jargon. She has understood my situation from the beginning which inspires confidence and the performance has been excellent despite all the ups and downs over the years.

Mr V – Exmouth

My parents and myself found that the advice provided by the Independent Financial Advisor from Vision was excellent with very good ongoing performance, Covid19 responses and communication. We would recommend for other individuals needing advice for inheritance tax optimisation in the future.

Mr and Mrs H – St Agnes

I became a client of Vision 10 years ago (after a personal recommendation by an old friend ) . During that time I have found Sarah Williams to be outstanding. In my experience she has provided a better service than any other advisory service that I have consulted in the past. My situation and needs have changed more than once during those 10 years and she has always listened, guided and acted in a re-assuring way and facilitated my needs very efficiently and effectively. I have felt throughout that she is totally empathetic of my situation, flexible and I feel Sarah will continue to offer me the best possible advice in the future. I intend to be using their services for many more years to come.

Mr H – Wadebridge

I would like you to know, your advice on many occasions  has been very much appreciated,  in the  many years I have known you, I would not hesitate to recommend your services.  You are very thorough  as a Financial Advisor with your company, further more you have not only given me excellent advice on the finance side I regard you as friend, have complete confidence in you.

Mrs B – Newton Abbot

I am very pleased to comment on the very excellent service I have received over a number of years on behalf of my Aunt’s affairs, for whom I have Power of Attorney. Mrs Sarah Williams has a very friendly association with me and attends to my queries in an excellent straight forward manner, particularly for a lay person. Her telephone manner is likewise and always responds very promptly to requests and conversations as well as messages left on answer phone . Advice is always forthcoming when requests are made. I am kept well informed with the issue of Portfolio Valuations and am visited annually by Mrs Williams to discuss and business, when I provide her with the financial state of affairs and am consequently, then advised regarding actions which need to be taken to keep the finances under control.

I could not wish for a better Representative on behalf of Vision, who manage my Aunt’s investments , Mrs Williams is a friendly , competent professional lady, I could not expect a better association.

Mr B – Redruth